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I’m looking to understand the feature for transferring envelopes from one user to another. I want to reassign a particular user’s sent/executed envelopes to various members of the organisation as they are leaving the business- will the original sender of those envelopes be notified about the custody transfer for each of those envelopes individually? I don’t want to flood the inbox unnecessarily.
+8- Community Moderator
- 162 replies
Hello
Thank you for reaching out here in the Docusign Community. Welcome to the Docusign Community and thank you for posting your concerns!
When transferring the ownership of envelopes, you would be asked if you would like to keep the original owner as a carbon copy. If you decline this prompt, then the original owner will not be notified of the transfer.
You can use this link for additional reference regarding Envelope Transfers.
Transfer of Envelopes and Templates Between Users
Let us know if you need further assistance with this.
Best regards,
Rodolfo | Docusign Community Moderator
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